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Natalie Haggard

Natalie Haggard — Bitcoin & Digital Asset Financial Advisor

Senior Wealth Advisor

CBDA℠CFP®
Tulsa, OK

About Natalie Haggard

Natalie Haggard is a trusted Bitcoin and digital asset financial advisor serving clients in Tulsa, OK. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Natalie helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.

Natalie Haggard is a Senior Wealth Advisor at Mariner Wealth Advisors, where she specializes in providing tailored financial advice and solutions for executives, retirees, business owners, and families. With a commitment to helping her clients achieve their financial goals, Natalie draws on her diverse experience in the finance sector, which began at Adams Hall. Throughout her career there, she held various roles including operations, communications, marketing, client service associate, and wealth advisor, ultimately bringing a comprehensive understanding of the financial landscape to her current position following Mariner's acquisition of Adams Hall.

Natalie holds a bachelor's degree in journalism and public relations, as well as a master’s degree in business administration, both from Oklahoma State University. This solid educational foundation complements her hands-on experience, allowing her to effectively communicate complex financial concepts and strategies to her clients.

Outside of her professional life, Natalie is a devoted mother to two daughters and an enthusiastic supporter of the Oklahoma State Cowboys. She enjoys staying active as a Peloton® rider and is proud to have served as the former president of the Tulsa Chapter Board of the Oklahoma State University Alumni Association, reflecting her commitment to community and lifelong learning.

Credentials & Licenses

CBDA℠CFP®

Why You Can Trust Natalie

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Professional Credentials
CBDA℠CFP®

Licensed and certified to provide financial advisory services

Years of Experience

14+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Tulsa, OK and surrounding areas

Firm Affiliation

Mariner Wealth Advisors

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SEC/FINRA CRD Number

5962256

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Important Disclaimer: Natalie Haggard is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.